Filed November 18, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $83,765 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,978 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,914 | $88,122+3.2% | $141,162-35.6% | $67,579+34.5% |
| Participation rate | 97.5% | 76.5%+21.1pp | 82.5%+15.0pp | 71.3%+26.2pp |
| Annual return | 21.65% | 75.40%-53.8pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $7,071 | $3,224+119.3% | $4,735+49.3% | $2,148+229.2% |
| Participant deferral / active EE | $7,157 | $5,958+20.1% | $6,709+6.7% | $3,539+102.2% |
| Admin fee / account holder | $129 | $131-1.5% | $10,261-98.7% | $142-9.4% |